Latest Institutional Purchases of Invesco Qqq Trust, Series 1 (QQQ)
This list provides information on the latest institutional transactions involving Invesco Qqq Trust, Series 1 (QQQ) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 07, 2025
Q2 2025
|
Illumine Investment Management, LLC
Poulsbo, WA |
BUY
|
- |
2+ 0.07% |
$832 - $1.1K
|
2.71K
$1.57M
|
|
Aug 07, 2025
Q2 2025
|
Mosaic Financial Group, LLC
Chicago, IL |
BUY
|
- |
2+ 0.06% |
$832 - $1.1K
|
3.49K
$2.03M
|
|
Aug 06, 2025
Q2 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
2+ 0.1% |
$832 - $1.1K
|
2.09K
$1.21M
|
|
Aug 05, 2025
Q2 2025
|
Ring Mountain Capital, LLC
Tiburon, CA |
BUY
|
- |
2+ 0.46% |
$832 - $1.1K
|
435
$252K
|
|
Aug 04, 2025
Q2 2025
|
Hills Bank & Trust CO
|
BUY
|
- |
2+ 0.49% |
$832 - $1.1K
|
414
$240K
|
|
Jul 28, 2025
Q2 2025
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
2+ 0.14% |
$832 - $1.1K
|
1.45K
$842K
|
|
Jul 28, 2025
Q2 2025
|
Variant Private Wealth, LLC
Tysons, VA |
BUY
|
- |
2+ 0.15% |
$832 - $1.1K
|
1.33K
$769K
|
|
Jul 25, 2025
Q2 2025
|
Meritage Portfolio Management
|
BUY
|
- |
2+ 0.1% |
$832 - $1.1K
|
1.92K
$1.11M
|
|
Jul 25, 2025
Q2 2025
|
Quantum Financial Planning Services, Inc.
Spokane, WA |
BUY
|
- |
2+ 0.16% |
$832 - $1.1K
|
1.22K
$709K
|
|
Jul 22, 2025
Q2 2025
|
Mascoma Wealth Management LLC
|
BUY
|
- |
2+ 0.08% |
$832 - $1.1K
|
2.46K
$1.43M
|
|
Jul 22, 2025
Q2 2025
|
David Wealth Management LLC
Fairfax, VA |
BUY
|
- |
2+ 0.16% |
$832 - $1.1K
|
1.24K
$716K
|
|
Jul 18, 2025
Q2 2025
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
2+ 0.27% |
$832 - $1.1K
|
753
$437K
|
|
Jul 18, 2025
Q2 2025
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
2+ 0.13% |
$832 - $1.1K
|
1.57K
$910K
|
|
Jul 15, 2025
Q2 2025
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
BUY
|
- |
2+ 0.26% |
$832 - $1.1K
|
760
$441K
|
|
Jul 10, 2025
Q2 2025
|
Selective Wealth Management, Inc.
|
BUY
|
- |
2+ 0.05% |
$832 - $1.1K
|
3.82K
$2.21M
|
|
Jul 09, 2025
Q2 2025
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
2+ 0.17% |
$832 - $1.1K
|
1.15K
$666K
|
|
Jul 08, 2025
Q2 2025
|
Tl Private Wealth
|
BUY
|
- |
2+ 0.21% |
$832 - $1.1K
|
952
$552K
|
|
Jul 02, 2025
Q2 2025
|
Crumly & Associates Inc.
|
BUY
|
- |
2+ 0.15% |
$832 - $1.1K
|
1.34K
$778K
|
|
Aug 14, 2025
Q2 2025
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
1+ 0.11% |
$416 - $552
|
898
$521K
|
|
Aug 14, 2025
Q2 2025
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
1+ 0.06% |
$416 - $552
|
1.74K
$1.01M
|
|
Aug 14, 2025
Q2 2025
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
1+ 0.08% |
$416 - $552
|
1.31K
$759K
|
|
Aug 13, 2025
Q2 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
1+ 0.03% |
$416 - $552
|
3.37K
$1.95M
|
|
Aug 12, 2025
Q2 2025
|
Aimz Investment Advisors, LLC
|
BUY
|
- |
1+ 0.1% |
$416 - $552
|
1.01K
$586K
|
|
Aug 11, 2025
Q2 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
1+ 0.42% |
$416 - $552
|
241
$140K
|
|
Aug 08, 2025
Q2 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
1+ 0.18% |
$416 - $552
|
564
$327K
|
|
Aug 08, 2025
Q2 2025
|
Woodley Farra Manion Portfolio Management Inc
|
BUY
|
- |
1+ 0.11% |
$416 - $552
|
929
$539K
|
|
Aug 06, 2025
Q2 2025
|
Excalibur Management Corp
|
BUY
|
- |
1+ 0.07% |
$416 - $552
|
1.37K
$792K
|
|
Aug 06, 2025
Q2 2025
|
Sja Financial Advisory, LLC
|
BUY
|
- |
1+ 0.23% |
$416 - $552
|
443
$257K
|
|
Aug 04, 2025
Q2 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
1+ 0.05% |
$416 - $552
|
2.04K
$1.18M
|
|
Aug 01, 2025
Q2 2025
|
Shilanski & Associates, Inc.
|
BUY
|
- |
1+ 0.1% |
$416 - $552
|
1.02K
$591K
|
|
Jul 31, 2025
Q2 2025
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
1+ 0.14% |
$416 - $552
|
708
$411K
|
|
Jul 31, 2025
Q2 2025
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
1+ 0.12% |
$416 - $552
|
849
$492K
|
|
Jul 29, 2025
Q2 2025
|
Tfc Financial Management
|
BUY
|
- |
1+ 0.34% |
$416 - $552
|
293
$170K
|
|
Jul 28, 2025
Q2 2025
|
Nestegg Advisors, Inc.
Hauppauge, NY |
BUY
|
- |
1+ 0.21% |
$416 - $552
|
482
$280K
|
|
Jul 25, 2025
Q2 2025
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
1+ 0.17% |
$416 - $552
|
573
$332K
|
|
Jul 24, 2025
Q2 2025
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
1+ 0.18% |
$416 - $552
|
556
$323K
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
1+ 0.01% |
$416 - $552
|
10.9K
$6.34M
|
|
Jul 21, 2025
Q2 2025
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
1+ 0.12% |
$416 - $552
|
816
$473K
|
|
Jul 21, 2025
Q2 2025
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
1+ 0.08% |
$416 - $552
|
1.2K
$698K
|
|
Jul 17, 2025
Q2 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
1+ 0.05% |
$416 - $552
|
2.22K
$1.29M
|
|
Jul 17, 2025
Q2 2025
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
1+ 0.09% |
$416 - $552
|
1.13K
$655K
|
|
Jul 16, 2025
Q2 2025
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
1+ 0.03% |
$416 - $552
|
3.35K
$1.94M
|
|
Jul 16, 2025
Q2 2025
|
Kingsman Wealth Management, Inc.
Pensacola, FL |
BUY
|
- |
1+ 0.17% |
$416 - $552
|
580
$336K
|
|
Jul 16, 2025
Q2 2025
|
Bank Plus Wealth Management LLC
Jackson, MS |
BUY
|
- |
1+ 0.09% |
$416 - $552
|
1.1K
$640K
|
|
Jul 16, 2025
Q2 2025
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
1+ 0.09% |
$416 - $552
|
1.1K
$636K
|
|
Jul 15, 2025
Q2 2025
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
1+ 0.1% |
$416 - $552
|
1.05K
$606K
|
|
Jul 15, 2025
Q2 2025
|
Tenon Financial LLC
Metuchen, NJ |
BUY
|
- |
1+ 0.13% |
$416 - $552
|
787
$456K
|
|
Jul 11, 2025
Q2 2025
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
1+ 0.04% |
$416 - $552
|
2.57K
$1.49M
|
|
Jul 10, 2025
Q2 2025
|
Mc Hugh Group, LLC
Bratenahl, OH |
BUY
|
- |
1+ 0.05% |
$416 - $552
|
1.98K
$1.15M
|
|
Jul 09, 2025
Q2 2025
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
1+ 0.04% |
$416 - $552
|
2.54K
$1.47M
|